Tag: annuities

Research January 14, 2020

Cost of Living Fears Trump Investor Confidence

Despite highest levels of investor confidence since 2018, fears stunt plans for investment.

Regulation January 3, 2020

MetLife to Pay SEC $10 Million Fine Over Pension Accounting Violations

Firm assumed annuitants were dead or unreachable if they didn’t respond to two mailings.

Research October 11, 2019

Limiting vs. Eliminating Pension Risks

Defined benefit plan sponsors should consider multiple de-risking Strategies.

Risk April 18, 2017

Mercer: Pension Plans Reach a Tipping Point

Cash-outs, annuities and terminations become increasingly prevalent.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.